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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
976
Eagle Harbor Asset Management
Washington
$1.05M – – –
IA
977
IFG Advisors
Missouri
$1.04M – – –
PO
978
Private Ocean
California
$1.04M – – –
TIM
979
Tortoise Investment Management
New York
$1.04M +$42.1K +224 +4%
CF
980
Clarity Financial
Texas
$1.04M +$1.1M +5,882 New
MC
981
Moors & Cabot
Massachusetts
$1.04M +$353K +1,883 +47%
AWM
982
Avior Wealth Management
Nebraska
$1.03M -$38.1K -203 -3%
SIM
983
Stratos Investment Management
Ohio
$1.02M – – –
AF
984
Apexium Financial
Texas
$1.02M +$125K +668 +13%
MUMSS
985
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1.01M -$432K -2,303 -29%
HWA
986
Heritage Wealth Advisors
Virginia
$1.01M -$18.2K -97 -2%
IB
987
Intrust Bank
Kansas
$1.01M -$37K -197 -3%
CWM
988
ClientFirst Wealth Management
Arkansas
$1.01M -$247K -1,318 -18%
MW
989
MBL Wealth
North Carolina
$1M -$13.1K -70 -1%
WHG
990
Westwood Holdings Group
Texas
$998K – – –
BFW
991
Brady Family Wealth
Missouri
$993K – – –
PSCM
992
P&S Credit Management
New York
$993K +$1.05M +5,618 New
SCM
993
SOL Capital Management
Maryland
$989K -$262K -1,398 -20%
OWP
994
Obermeyer Wealth Partners
Colorado
$985K +$194K +1,036 +23%
DI
995
DAGCO Inc
Ohio
$985K -$1.51M -8,068 -62%
RA
996
RFG Advisory
Alabama
$981K +$27.8K +148 +3%
HIS
997
Harvest Investment Services
Illinois
$977K -$717K -3,819 -41%
CWAF
998
Core Wealth Advisors (Florida)
Florida
$975K – – –
MFG
999
MidWestOne Financial Group
Iowa
$973K -$473K -2,521 -31%
PGWM
1000
Parisi Gray Wealth Management
New Jersey
$968K -$196K -1,042 -16%
38 39
40
41 42